Taiwan Semiconductor Manufacturing Company (NYSE: TSMC) just announced capital expenditure of US$52 billion to US$56 billion for 2026, an increase of between 27% and 37% compared to 2025.That’s great news for ASML Holding (NASDAQ: ASML), the Dutch company that sells the lithography machines TSMC needs for advanced chip production.But here’s the thing: the investment doesn’t stop there. Every dollar TSMC spends on fab equipment eventually flows through to cloud providers like Microsoft (NASDAQ: MSFT) and app ...

Core Viewpoint - ASML Holding N.V. is positioned as a strong investment opportunity in the AI sector, with expectations of a robust Q4 performance driven by revenue and booking strength [1][2]. Group 1: Earnings Expectations - ASML is expected to report earnings on January 28th, with predictions indicating a likely beat of consensus expectations due to strong order strength [2]. - Revenue is anticipated to be EUR 9.7 billion, surpassing consensus estimates of EUR 9.5 billion [3]. Group 2: Booking Insights - The focus is on Q4 booking numbers, which are crucial as it represents the last booking report from ASML [3]. - There is an expectation of significant bookings, with buy-side expectations rising to at least EUR 8 billion, indicating potential upside [4]. Group 3: Market Dynamics - Chinese customers are believed to have placed substantial orders to support their leading-edge expansion efforts, contributing to ASML's strong performance [4]. - Advanced logic manufacturers like TSMC and DRAM producers have raised their 2026 expectations, further supporting a robust quarter for ASML [3].

We recently published 13 Stocks Jim Cramer Commented On.  ASML Holding N.V. (NASDAQ:ASML) is one of the stocks Jim Cramer commanded on. ASML Holding N.V. (NASDAQ:ASML) is one of the most important technology companies in the world. It is a semiconductor manufacturing equipment provider and the only company capable of manufacturing high-end EUV chip machines that produce the latest AI chips. ASML Holding N.V. (NASDAQ:ASML)’s shares are up by 103% over the past year and by 20% year-to-date. Bernstein reiter ...

ASML stock has more than doubled in the past year. Investors will be watching orders and High-NA adoption when it reports earnings. ...

格隆汇1月27日｜阿斯麦再涨3%，股价创历史新高，总市值超过5600亿美元，更加巩固了其欧洲公司市 值第一地位。 ...

每经AI快讯，1月27日，阿斯麦(ASML)再涨3%，股价创历史新高，总市值超过5600亿美元，更加巩固 了其欧洲公司市值第一地位。 ...

Core Insights - ASML Holding is strategically increasing its gross margin, achieving 50.5% in 2023 and projecting 51.3% in 2024, with expectations of 54% to 56% in 2025 and 56% to 60% by 2030 [1][11] Group 1: Gross Margin Strategy - The company plans to enhance its gross margin by shifting its product mix towards advanced logic and DRAM, which require more advanced lithography systems [2] - ASML's productivity roadmap for low-NA systems and the launch of High-NA will help reduce technology costs and enable more multi-patterning layers to be converted into a single EUV exposure, particularly for advanced DRAM nodes [3] Group 2: Market Position and Competition - ASML is experiencing a shift in advanced chip manufacturing, moving from complex multi-patterning with DUV to single-exposure EUV, which simplifies production and improves yield [4] - The company holds a near-monopoly in EUV technology, essential for producing the world's most advanced chips at 3nm and below, providing it with significant pricing power and strategic importance [5] Group 3: Competitors - In the broader wafer fabrication equipment space, ASML competes with Lam Research and Applied Materials, both of which are gaining traction in the memory segment and advanced semiconductor manufacturing technologies [6][7][8] Group 4: Financial Performance - ASML shares have increased by 93.6% over the past six months, significantly outperforming the Computer and Technology sector's growth of 14.4% [9] - The company trades at a forward price-to-sales ratio of 13.34X, higher than the sector average of 7.32X [12] - The Zacks Consensus Estimate for ASML's fiscal 2025 and 2026 earnings indicates year-over-year growth of 40.7% and 7.7%, respectively, with recent upward revisions in estimates [14]

Core Insights - ASML dominates the semiconductor equipment market with its extreme ultraviolet (EUV) lithography technology, which is essential for producing the world's most advanced chips [1] Company Overview - ASML is a key player in the semiconductor industry, particularly known for its EUV lithography technology [1]

Quick Read ASML (ASML) holds 100% of the EUV lithography market. ASML stock surged 145% from its 52-week low. ASML Q3 sales reached $8.78B with 51.6% gross margin. Full-year 2025 sales are projected up 15%. An analyst raised the price target to Street-high $1,642 representing 16% upside from current levels. Investors rethink ‘hands off’ investing and decide to start making real money ASML (NASDAQ:ASML) dominates the semiconductor equipment market with its extreme ultraviolet (EUV) lithography tech ...

在全球人工智能热潮席卷之际，当市场目光聚焦于芯片巨头英伟达时，处于供应链上游的阿斯麦（ASML）正凭借其在光刻机领域的绝对垄断地 位，成为这场万亿美元级别军备竞赛中不可或缺的隐形赢家。这家荷兰科技巨头不仅掌控着制造高端AI芯片的关键"印钞机"，更将随着芯片制造 商资本支出的激增迎来业绩爆发。 下游巨头掀起资本支出狂潮 为了应对AI芯片需求的爆发，全球主要芯片制造商正在大幅提升资本支出，这直接利好阿斯麦。分析师估计，芯片制造商约四分之一的资本支出 用于光刻设备，而这一比例在AI芯片领域可能更高。 阿斯麦将于本周三（1月28日）公布财报，投资者正密切关注其销售预测。受芯片供应紧张及客户扩大投资迹象的推动，阿斯麦股价自去年4月以 来已翻倍，本月涨幅达25%，市值突破5000亿美元，稳居欧洲最有价值科技公司之列。据相关媒体报道，摩根士丹利已维持其"增持"评级，并将 目标价定为1400欧元，预计即将公布的第四季度订单数据将大幅超出市场预期。 市场焦点正从单纯关注当期业绩转向更长期的增长潜力。摩根士丹利分析师团队预测，阿斯麦第四季度订单额可能高达72.7亿欧元，显著高于此 前市场预期的50亿欧元水平。分析师指出，市场已基 ...